0.0%
MSFW vs VOO
+19.9%
-19.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.2% |
| 7D | +3.1% | -0.6% | +3.7% | +3.9% |
| 30D | -1.2% | -3.6% | +2.4% | +3.5% |
| 3M | +5.2% | -2.7% | +8.0% | +9.1% |
| 6M | +31.4% | +2.2% | +29.2% | +28.9% |
| YTD | +8.4% | +10.9% | -2.5% | -2.6% |
| 1Y | +2.0% | +11.3% | -9.3% | -8.6% |
| All | 0.0% | +19.9% | -19.9% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling